Creative Planning’s Allete ALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
20,790
+416
| +2% | +$26.7K | ﹤0.01% | 1629 |
|
|
2025
Q1 | $1.34M | Sell |
20,374
-969
| -5% | -$63.7K | ﹤0.01% | 1485 |
|
|
2024
Q4 | $1.38M | Sell |
21,343
-620
| -3% | -$40.2K | ﹤0.01% | 1395 |
|
|
2024
Q3 | $1.41M | Buy |
21,963
+991
| +5% | +$63.6K | ﹤0.01% | 1278 |
|
|
2024
Q2 | $1.31M | Buy |
20,972
+14,076
| +204% | +$878K | ﹤0.01% | 1225 |
|
|
2024
Q1 | $411K | Buy |
6,896
+596
| +9% | +$35.5K | ﹤0.01% | 2000 |
|
|
2023
Q4 | $385K | Sell |
6,300
-638
| -9% | -$39K | ﹤0.01% | 1891 |
|
|
2023
Q3 | $366K | Buy |
6,938
+2,037
| +42% | +$108K | ﹤0.01% | 1773 |
|
|
2023
Q2 | $284K | Buy |
4,901
+205
| +4% | +$11.9K | ﹤0.01% | 1940 |
|
|
2023
Q1 | $302K | Buy |
4,696
+396
| +9% | +$25.5K | ﹤0.01% | 1810 |
|
|
2022
Q4 | $277K | Buy |
+4,300
| New | +$277K | ﹤0.01% | 1767 |
|
|
2022
Q2 | – | Sell |
-35
| Closed | -$2K | – | 2190 |
|
|
2022
Q1 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 2233 |
|
|
2021
Q2 | – | Sell |
-15,110
| Closed | -$1.02M | – | 1988 |
|
|
2021
Q1 | $1.02M | Sell |
15,110
-85
| -0.6% | -$5.71K | ﹤0.01% | 1003 |
|
|
2020
Q4 | $941K | Buy |
15,195
+322
| +2% | +$19.9K | ﹤0.01% | 972 |
|
|
2020
Q3 | $770K | Buy |
14,873
+447
| +3% | +$23.1K | ﹤0.01% | 900 |
|
|
2020
Q2 | $788K | Sell |
14,426
-46
| -0.3% | -$2.51K | ﹤0.01% | 825 |
|
|
2020
Q1 | $878K | Sell |
14,472
-1,354
| -9% | -$82.1K | ﹤0.01% | 695 |
|
|
2019
Q4 | $1.29M | Sell |
15,826
-445
| -3% | -$36.1K | ﹤0.01% | 673 |
|
|
2019
Q3 | $1.42M | Sell |
16,271
-336
| -2% | -$29.4K | ﹤0.01% | 603 |
|
|
2019
Q2 | $1.38M | Hold |
16,607
| – | – | ﹤0.01% | 620 |
|
|
2019
Q1 | $1.37M | Buy |
16,607
+610
| +4% | +$50.2K | ﹤0.01% | 607 |
|
|
2018
Q4 | $1.22M | Sell |
15,997
-30
| -0.2% | -$2.29K | 0.01% | 592 |
|
|
2018
Q3 | $1.2M | Buy |
16,027
+1,068
| +7% | +$80.1K | ﹤0.01% | 683 |
|
|
2018
Q2 | $1.16M | Buy |
14,959
+141
| +1% | +$10.9K | ﹤0.01% | 670 |
|
|
2018
Q1 | $1.07M | Buy |
14,818
+553
| +4% | +$40K | ﹤0.01% | 693 |
|
|
2017
Q4 | $1.06M | Buy |
14,265
+435
| +3% | +$32.4K | ﹤0.01% | 697 |
|
|
2017
Q3 | $1.07M | Sell |
13,830
-285
| -2% | -$22K | 0.01% | 681 |
|
|
2017
Q2 | $1.01M | Buy |
14,115
+178
| +1% | +$12.8K | 0.01% | 682 |
|
|
2017
Q1 | $944K | Buy |
13,937
+500
| +4% | +$33.9K | 0.01% | 699 |
|
|
2016
Q4 | $863K | Hold |
13,437
| – | – | 0.01% | 680 |
|
|
2016
Q3 | $801K | Buy |
13,437
+188
| +1% | +$11.2K | 0.01% | 684 |
|
|
2016
Q2 | $856K | Hold |
13,249
| – | – | 0.01% | 561 |
|
|
2016
Q1 | $743K | Buy |
13,249
+166
| +1% | +$9.31K | 0.01% | 590 |
|
|
2015
Q4 | $665K | Sell |
13,083
-514
| -4% | -$26.1K | 0.01% | 637 |
|
|
2015
Q3 | $687K | Buy |
+13,597
| New | +$687K | 0.01% | 609 |
|
|
2015
Q2 | – | Sell |
-567
| Closed | -$30K | – | 1115 |
|
|
2015
Q1 | $30K | Sell |
567
-100
| -15% | -$5.29K | ﹤0.01% | 2374 |
|
|
2014
Q4 | $37K | Sell |
667
-300
| -31% | -$16.6K | ﹤0.01% | 2171 |
|
|
2014
Q3 | $43K | Buy |
967
+537
| +125% | +$23.9K | ﹤0.01% | 2002 |
|
|
2014
Q2 | $22K | Sell |
430
-38
| -8% | -$1.94K | ﹤0.01% | 2386 |
|
|
2014
Q1 | $25K | Sell |
468
-233
| -33% | -$12.4K | ﹤0.01% | 2221 |
|
|
2013
Q4 | $35K | Buy |
701
+374
| +114% | +$18.7K | ﹤0.01% | 1820 |
|
|
2013
Q3 | $16K | Sell |
327
-50
| -13% | -$2.45K | ﹤0.01% | 2206 |
|
|
2013
Q2 | $19K | Buy |
+377
| New | +$19K | ﹤0.01% | 1946 |
|